One thing I run into frequently — both working with clients and via correspondence with readers — is people who have financial goals that, to put it bluntly, are not very good. And to be clear, I just ...

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The additional standard deduction for people who have reached age 65 (or who are blind) is $1,600 for each married taxpayer or $2,000 for unmarried taxpayers. The contribution limit for Roth IRA and ...

TIPS are an extremely useful investment option in some scenarios. If you want to have a certain amount of purchasing power available, on a specific date, nothing can do that for you other than I Bonds ...

Pets create certain distinct challenges with respect to estate planning. At its core, the issue is that pets, legally speaking, are property. In your mind, your beloved terrier Marty is a member of ...

Please note that this calculator is only intended for sole proprietors (or LLCs taxed as such). If your business is an S-corp, C-corp, or LLC taxed as such, please consult with your tax professional.

I’ve seen it over and over again with clients: they reached financial independence at some point in their 50s or 60s. And then, years later (maybe several years, maybe a decade or more), they ...

This blog is dedicated to spreading the idea that investment success is based upon stubbornly following a few (very simple) principles: Diversifying your portfolio, Minimizing costs (such as brokerage ...

Profit from Business (whole dollars, no commas or dollar signs) Other Earnings e.g. from a day job (whole dollars, no commas or dollar signs) ...

This tool is intended to show the tax treatment of distributions from a Roth IRA. (That is, it will show which amounts will be subject to ordinary income tax and/or 10% penalty.) Please note that it ...